QBSalesData: Quickbooks Link for ACT!

QSalesData Product Documentation

 

Core Functionality Diagram

SINGLE-USER Installation Checklist

MULTI-USER Installation Checklist

QSalesData User Guide

 

Version Release Notes

QSalesData Release 9.0

- Added compatibility for Act! v20

 

QSalesData Release 8.0.3

- Updated code signing certificate and made adjustments for ACT v19 SP2

 

QSalesData Release 8.0.1

- Change to job creation. Previous push was job name -> company name, change is company name -> company in act, job name comes back on qb data tab post sync

 

QSalesData Release 8.0

- Added compatibility for Act! v19 and QuickBooks 2017

- Add separate builds for Act! v19 to fix issue with Lookup Transaction function

 

QSalesData Release 7.01

- Added compatibility for Act! v18 and QuickBooks 2016

 

QSalesData Release 6.1.2

- Made code changes to improve the speed of the ACT > QB toolbar button to sync contact record changes

- Fixed issue with exporting Item Data that had single and double quotes in the data

 

QSalesData Release 6.05

- Updated SSL code signing certificate

 

QSalesData Release 6.04

- Removed extra status msg when using ACT > QB button

 

QSalesData Release 6.02

- Fixed issue with Company Level Tab Installer creating a corrupted company layout file

 

QSalesData Release 6.01

- Added compatibility for Act! v17 and QuickBooks 2015

- Added functionality to convert an Act! Opportunity to a QuickBooks PO when it is linked to a Vendor record

- Added a modified by date filter to the nightly transaction create from qb option (nighty sync pgm)

 

QSalesData Release 5.2.4 (Nightly Sync Pgm)

- Fixed issue with Item Sync in Nightly Sync Pgm

- Fixed issue with Create from QB functionality in Nightly Sync Pgm

 

QSalesData Release 5.2.3

- Added digital signature to installers

- Added multi-level jobs synchronization option to sync preferences

- Added "Create Act Contact for Job" checkbox to the Create Job screen, so you can choose whether or not to create an Act contact when creating a new job in QB

- Fixed issue with getting File Open message when selecting QB file during configuration of Nightly Sync Pgm

 

QSalesData Release 5.2.0

- Fixed error msg "Address 3&4 not set" during installation when you perform Create from QB from Install Wizard

- On install, set Days Back default = 1825 in the Tools > QB Import section

 

QSalesData Release 5.1.4

- Fixed issue with Opportunities getting converted to Estimates in QB. The issue was specific to QB service items that were setup with the option "This service is used in assemblies or is performed by a subcontractor or partner". When you converted the Opportunity to an Estimate, it was applying a markup % to these line items in the QB Estimate. This was fixed.

 

QSalesData Release 5.1.3

- Added Code to handle multi-level job structure when rolling up job transactions (now handles 3 levels)

- Added case sensitivity to the ACT > QB and Contact Data Sync functionality

- Fixed issue with new Nightly Sync Create from QB code, wasn't working properly when QB was closed

 

QSalesData Release 5.1

- Added Create from QB functionality to the nightly sync program. You can now have new customers that were created in QB automatically come into Act! each night as part of the nightly sync process.

- Added the ability to Sync Items from QB to Act! in the nightly sync program.

- Added a QB_DefaultShipto field to the Build Fields pgm, and included that information in the transaction sync process so that you can quickly see the QB Default Ship To address in Act! if that is important to you.

Click Here to see the Release Notes for this build

 

QSalesData Release 5.0 (Added support for ACT 2014(v16) and QB 2014)

 

QSalesData Release 4.01

QSalesData Release 4.0


QSalesData Release 3.3

QSalesData Release 3.2

QSalesData Release 3.1

QSalesData Release 3.01

QSalesData Release 3.0

QSalesData Release 2.0.7.9

QSalesData Release 2.0.7.8

QSalesData Release 2.0.7.7

QSalesData Release 2.0.7.6

QSalesData Release 2.0.7.5

QSalesData Release 2.0.7.4

QSalesData Release 2.0.7.3